Filed January 30, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,154 | $76,401+84.8% | $106,387+32.7% | $64,186+119.9% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.5%-17.5pp | 69.6%-9.6pp |
| Annual return | -4.65% | -2.19%-2.5pp | 0.25%-4.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,326 | $4,274+24.6% | $5,421-1.8% | $3,470+53.5% |
| Admin fee / account holder | $3,640 | $4,610-21.0% | $7,510-51.5% | $4,888-25.5% |